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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Congress Wealth Management
Massachusetts
$353K +$12.1K +77 +4%
SCM
1052
Sitrin Capital Management
California
$352K -$4.5M -28,619 -93%
CA
1053
Carson Advisory
Georgia
$352K
APP
1054
Alpha Paradigm Partners
Illinois
$352K
KWM
1055
Keebeck Wealth Management
Illinois
$351K +$3.94K +25 +1%
LIG
1056
Lokken Investment Group
Delaware
$351K -$21.4K -136 -6%
IC
1057
Inscription Capital
Texas
$350K +$13.4K +85 +4%
OQS
1058
Occudo Quantitative Strategies
Florida
$346K -$287K -1,822 -45%
TSWM
1059
Triangle Securities Wealth Management
North Carolina
$345K
NFA
1060
Northern Financial Advisors
Michigan
$345K +$343K +2,182 New
AWC
1061
Abundance Wealth Counselors
Pennsylvania
$343K -$5.51K -35 -2%
CDH
1062
Charles D. Hyman
$343K
CD
1063
Chapin Davis
Maryland
$342K +$341K +2,167 New
RWI
1064
Red Wave Investments
Pennsylvania
$340K -$222K -1,412 -40%
GAB
1065
German American Bancorp
Indiana
$336K
BFA
1066
Bragg Financial Advisors
North Carolina
$334K -$5.67K -36 -2%
PG
1067
Pendal Group
Australia
$333K -$3.78K -24 -1%
IF
1068
Intrua Financial
Texas
$332K +$43.1K +274 +14%
HI
1069
Hudock Inc
Pennsylvania
$331K +$2.83K +18 +0.9%
CT
1070
Colonial Trust
South Carolina
$331K -$104K -660 -24%
GWM
1071
Geneos Wealth Management
Colorado
$331K
MSFS
1072
Main Street Financial Solutions
Pennsylvania
$331K +$6.92K +44 +2%
BCG
1073
Breakwater Capital Group
New Jersey
$331K +$330K +2,094 New
PL
1074
Plancorp LLC
Missouri
$331K +$5.51K +35 +2%
GP
1075
Girard Partners
Pennsylvania
$330K +$77.6K +493 +31%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.